Part-Time Administrative Assistant - Wealth Management Support

Coldstream Wealth Management; Portland (OR); On-site; USD 34,000 - 48,000; Part time

Benefits offered by this job

401(k) 100% company match up to 4%

Stock

Paid Time Off (PTO)

Holidays

Volunteer day

Career development

Parking subsidy

Wellness reimbursement

Job summary

Coldstream Wealth Management invites a part-time Administrative Assistant to support a Wealth Manager in our NE Portland office. The role runs Monday–Thursday, 9:00 a.m.

to 2:00 p.m., in-office two days per week, handling scheduling, CRM data, and client communications. Ideal candidates bring 2+ years of admin experience in professional services, with a focus on organization, confidentiality, and customer service.

Qualifications

• 2+ years of administrative support experience in a professional services environment; financial services experience preferred
• Exceptional organizational skills and strong attention to detail
• Excellent client service, interpersonal, and communication skills
• A high school diploma or equivalent; college degree is a plus
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint), and Adobe Acrobat
• A high degree of professionalism and ability to maintain client confidentiality

Responsibilities

• Manage incoming email and respond in a professional and timely manner
• Coordinate calendars, schedule appointments, and create calendar invitations
• Maintain accurate client and prospect information within the CRM system
• Review reports, correspondence, and other materials for accuracy and quality
• Assist with meeting preparation, including gathering materials and coordinating logistics
• Arrange business travel, including flights, hotels, transportation, and itineraries

Skills

Organizational skills

Attention to detail

Client service

Communication

Confidentiality

Education

High school diploma

College degree a plus

Tools

Microsoft Office Suite

Adobe Acrobat

CRM

Job description

Coldstream Wealth Management invites a part-time Administrative Assistant to support a Wealth Manager in our NE Portland office. The role runs Monday–Thursday, 9:00 a.m.

to 2:00 p.m., in-office two days per week, handling scheduling, CRM data, and client communications. Ideal candidates bring 2+ years of admin experience in professional services, with a focus on organization, confidentiality, and customer service.